Reviewing AlTi Global (ALTI) & Its Peers

AlTi Global (NASDAQ:ALTI) is one of 81 public companies in the “Investment advice” industry, but how does it contrast to its peers? We will compare AlTi Global to related companies based on the strength of its risk, dividends, earnings, valuation, profitability, analyst recommendations and institutional ownership.

Risk and Volatility

AlTi Global has a beta of 0.62, suggesting that its stock price is 38% less volatile than the S&P 500. Comparatively, AlTi Global’s peers have a beta of 1.16, suggesting that their average stock price is 16% more volatile than the S&P 500.

Earnings & Valuation

This table compares AlTi Global and its peers top-line revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
AlTi Global	$250.88 million	-$170.57 million	-1.77
AlTi Global Competitors	$2.22 billion	$283.04 million	6.94

AlTi Global’s peers have higher revenue and earnings than AlTi Global. AlTi Global is trading at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Insider & Institutional Ownership

3.6% of AlTi Global shares are owned by institutional investors. Comparatively, 56.0% of shares of all “Investment advice” companies are owned by institutional investors. 27.5% of AlTi Global shares are owned by company insiders. Comparatively, 21.1% of shares of all “Investment advice” companies are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares AlTi Global and its peers’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
AlTi Global	-67.99%	7.77%	5.28%
AlTi Global Competitors	15.44%	26.32%	8.81%

Analyst Ratings

This is a summary of recent recommendations for AlTi Global and its peers, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AlTi Global	0	0	0	1	4.00
AlTi Global Competitors	702	3465	3772	144	2.42

AlTi Global presently has a consensus price target of $9.00, indicating a potential upside of 59.01%. As a group, “Investment advice” companies have a potential downside of 2.26%. Given AlTi Global’s stronger consensus rating and higher probable upside, research analysts plainly believe AlTi Global is more favorable than its peers.

Summary

AlTi Global peers beat AlTi Global on 9 of the 13 factors compared.

About AlTi Global

AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States and internationally. The company offers discretionary investment management, non-discretionary investment advisory, trust, and administration services, as well as family office services comprising wealth transfer planning, multi-generational education planning, wealth and asset strategy, trust and fiduciary, chief financial officers and outsourced family office, philanthropy, and lifestyle and special projects services. It also provides merchant banking services, such as merger and acquisition advisory, corporate broker, private placements, public company and initial public offering advisory, strategic advisory, independent board advice, and structured finance advisory services; and corporate advisory, brokerage, and placement agency services to entrepreneurs and companies. The company offers investment strategy, asset allocation, investment manager selection, risk management, portfolio construction and implementation, and reporting. In addition, it manages or advises in combined assets; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds; and invests in and supports financial services professionals, as well as provides impact investing advisory, investment manager selection, monitoring, and due diligence services. Further, the company offers coordination of legal-related and strategic business planning, wealth transfer planning, estate planning, research on trustee placement and multi-generational education planning, administrative, tax planning and concierge, and other services. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.